ENGINEERED MACHINED PRODUCTS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ENGINEERED MACHINED PRODUCTS, INC. WELFARE BENEFIT PLAN - LIFE, STD, AD&D PLAN AND TRUST
401k plan membership statisitcs for ENGINEERED MACHINED PRODUCTS, INC. WELFARE BENEFIT PLAN - LIFE, STD, AD&D PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2019: ENGINEERED MACHINED PRODUCTS, INC. WELFARE BENEFIT PLAN - LIFE, STD, AD&D PLAN AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 427 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 384 |
| Total of all active and inactive participants | 2019-01-01 | 384 |
| Total participants | 2019-01-01 | 384 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Number of employers contributing to the scheme | 2019-01-01 | 0 |
| 2018: ENGINEERED MACHINED PRODUCTS, INC. WELFARE BENEFIT PLAN - LIFE, STD, AD&D PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 382 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 427 |
| Total of all active and inactive participants | 2018-01-01 | 427 |
| Total participants | 2018-01-01 | 427 |
| 2017: ENGINEERED MACHINED PRODUCTS, INC. WELFARE BENEFIT PLAN - LIFE, STD, AD&D PLAN AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 379 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 382 |
| Total of all active and inactive participants | 2017-01-01 | 382 |
| Total participants | 2017-01-01 | 382 |
| 2016: ENGINEERED MACHINED PRODUCTS, INC. WELFARE BENEFIT PLAN - LIFE, STD, AD&D PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-09-01 | 384 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 379 |
| Total of all active and inactive participants | 2016-09-01 | 379 |
| Total participants | 2016-09-01 | 379 |
| 2015: ENGINEERED MACHINED PRODUCTS, INC. WELFARE BENEFIT PLAN - LIFE, STD, AD&D PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-09-01 | 407 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 384 |
| Total of all active and inactive participants | 2015-09-01 | 384 |
| Total participants | 2015-09-01 | 384 |
| 2014: ENGINEERED MACHINED PRODUCTS, INC. WELFARE BENEFIT PLAN - LIFE, STD, AD&D PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-09-01 | 418 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 407 |
| Total of all active and inactive participants | 2014-09-01 | 407 |
| Total participants | 2014-09-01 | 407 |
| 2013: ENGINEERED MACHINED PRODUCTS, INC. WELFARE BENEFIT PLAN - LIFE, STD, AD&D PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-09-01 | 423 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 418 |
| Total of all active and inactive participants | 2013-09-01 | 418 |
| Total participants | 2013-09-01 | 418 |
| 2012: ENGINEERED MACHINED PRODUCTS, INC. WELFARE BENEFIT PLAN - LIFE, STD, AD&D PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-09-01 | 457 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 423 |
| Total of all active and inactive participants | 2012-09-01 | 423 |
| Total participants | 2012-09-01 | 423 |
| 2011: ENGINEERED MACHINED PRODUCTS, INC. WELFARE BENEFIT PLAN - LIFE, STD, AD&D PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-09-01 | 464 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 457 |
| Total of all active and inactive participants | 2011-09-01 | 457 |
| Total participants | 2011-09-01 | 457 |
| 2010: ENGINEERED MACHINED PRODUCTS, INC. WELFARE BENEFIT PLAN - LIFE, STD, AD&D PLAN AND TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-09-01 | 405 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-09-01 | 464 |
| Total of all active and inactive participants | 2010-09-01 | 464 |
| Total participants | 2010-09-01 | 464 |
| 2009: ENGINEERED MACHINED PRODUCTS, INC. WELFARE BENEFIT PLAN - LIFE, STD, AD&D PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-09-01 | 420 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 405 |
| Total of all active and inactive participants | 2009-09-01 | 405 |
| Total participants | 2009-09-01 | 405 |
| 2019: ENGINEERED MACHINED PRODUCTS, INC. WELFARE BENEFIT PLAN - LIFE, STD, AD&D PLAN AND TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: ENGINEERED MACHINED PRODUCTS, INC. WELFARE BENEFIT PLAN - LIFE, STD, AD&D PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: ENGINEERED MACHINED PRODUCTS, INC. WELFARE BENEFIT PLAN - LIFE, STD, AD&D PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: ENGINEERED MACHINED PRODUCTS, INC. WELFARE BENEFIT PLAN - LIFE, STD, AD&D PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-09-01 | Type of plan entity | Single employer plan |
| 2016-09-01 | Submission has been amended | No |
| 2016-09-01 | This submission is the final filing | No |
| 2016-09-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2016-09-01 | Plan is a collectively bargained plan | No |
| 2016-09-01 | Plan funding arrangement – Insurance | Yes |
| 2016-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: ENGINEERED MACHINED PRODUCTS, INC. WELFARE BENEFIT PLAN - LIFE, STD, AD&D PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-09-01 | Type of plan entity | Single employer plan |
| 2015-09-01 | Submission has been amended | No |
| 2015-09-01 | This submission is the final filing | No |
| 2015-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-09-01 | Plan is a collectively bargained plan | No |
| 2015-09-01 | Plan funding arrangement – Insurance | Yes |
| 2015-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: ENGINEERED MACHINED PRODUCTS, INC. WELFARE BENEFIT PLAN - LIFE, STD, AD&D PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-09-01 | Type of plan entity | Single employer plan |
| 2014-09-01 | Submission has been amended | No |
| 2014-09-01 | This submission is the final filing | No |
| 2014-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-09-01 | Plan is a collectively bargained plan | No |
| 2014-09-01 | Plan funding arrangement – Insurance | Yes |
| 2014-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: ENGINEERED MACHINED PRODUCTS, INC. WELFARE BENEFIT PLAN - LIFE, STD, AD&D PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-09-01 | Type of plan entity | Single employer plan |
| 2013-09-01 | Submission has been amended | No |
| 2013-09-01 | This submission is the final filing | No |
| 2013-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-09-01 | Plan is a collectively bargained plan | No |
| 2013-09-01 | Plan funding arrangement – Insurance | Yes |
| 2013-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: ENGINEERED MACHINED PRODUCTS, INC. WELFARE BENEFIT PLAN - LIFE, STD, AD&D PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-09-01 | Type of plan entity | Single employer plan |
| 2012-09-01 | Submission has been amended | No |
| 2012-09-01 | This submission is the final filing | No |
| 2012-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-09-01 | Plan is a collectively bargained plan | No |
| 2012-09-01 | Plan funding arrangement – Insurance | Yes |
| 2012-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: ENGINEERED MACHINED PRODUCTS, INC. WELFARE BENEFIT PLAN - LIFE, STD, AD&D PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-09-01 | Type of plan entity | Single employer plan |
| 2011-09-01 | Submission has been amended | No |
| 2011-09-01 | This submission is the final filing | No |
| 2011-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-09-01 | Plan is a collectively bargained plan | No |
| 2011-09-01 | Plan funding arrangement – Insurance | Yes |
| 2011-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: ENGINEERED MACHINED PRODUCTS, INC. WELFARE BENEFIT PLAN - LIFE, STD, AD&D PLAN AND TRUST 2010 form 5500 responses |
|---|
| 2010-09-01 | Type of plan entity | Single employer plan |
| 2010-09-01 | Submission has been amended | No |
| 2010-09-01 | This submission is the final filing | No |
| 2010-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-09-01 | Plan is a collectively bargained plan | No |
| 2010-09-01 | Plan funding arrangement – Insurance | Yes |
| 2010-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: ENGINEERED MACHINED PRODUCTS, INC. WELFARE BENEFIT PLAN - LIFE, STD, AD&D PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-09-01 | Type of plan entity | Single employer plan |
| 2009-09-01 | Submission has been amended | No |
| 2009-09-01 | This submission is the final filing | No |
| 2009-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-09-01 | Plan is a collectively bargained plan | No |
| 2009-09-01 | Plan funding arrangement – Insurance | Yes |
| 2009-09-01 | Plan benefit arrangement – Insurance | Yes |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000BGSJ |
| Policy instance | 1 |
| Insurance contract or identification number | G000BGSJ | | Number of Individuals Covered | 384 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2020-01-01 | | Total amount of commissions paid to insurance broker | USD $54,383 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $418,331 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Total amount of fees paid to insurance company | USD $0 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010220912 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010220912 | | Number of Individuals Covered | 427 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $48,519 | | Total amount of fees paid to insurance company | USD $3,775 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $373,220 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 3775 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010220912 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010220912 | | Number of Individuals Covered | 382 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $49,069 | | Total amount of fees paid to insurance company | USD $27,145 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $377,454 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 27144 | | Insurance broker organization code? | 3 | | Insurance broker name | HYLANT GROUP INC. |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | FLX962996 |
| Policy instance | 1 |
| Insurance contract or identification number | FLX962996 | | Number of Individuals Covered | 384 | | Insurance policy start date | 2015-09-01 | | Insurance policy end date | 2016-08-31 | | Total amount of commissions paid to insurance broker | USD $47,080 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $363,288 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $47,080 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | HYLANT GROUP INC. |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | FLX962996 |
| Policy instance | 1 |
| Insurance contract or identification number | FLX962996 | | Number of Individuals Covered | 407 | | Insurance policy start date | 2014-09-01 | | Insurance policy end date | 2015-08-31 | | Total amount of commissions paid to insurance broker | USD $52,015 | | Total amount of fees paid to insurance company | USD $3,423 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $400,796 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $52,015 | | Amount paid for insurance broker fees | 3423 | | Additional information about fees paid to insurance broker | ALLOCATED ADDT'L COMPENSATION FROM THE INSURANCE CO FOR VARIOUS PROGRAMS IT OFFERS TO BROKERS AND AGENTS | | Insurance broker organization code? | 3 | | Insurance broker name | HYLANT GROUP INC. |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | FLX962996 |
| Policy instance | 1 |
| Insurance contract or identification number | FLX962996 | | Number of Individuals Covered | 418 | | Insurance policy start date | 2013-09-01 | | Insurance policy end date | 2014-08-31 | | Total amount of commissions paid to insurance broker | USD $46,613 | | Total amount of fees paid to insurance company | USD $7,918 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $392,616 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $46,613 | | Amount paid for insurance broker fees | 7918 | | Additional information about fees paid to insurance broker | ALLOCATED ADDT'L COMPENSATION FROM THE INSURANCE CO FOR VARIOUS PROGRAMS IT OFFERS TO BROKERS AND DEALERS | | Insurance broker organization code? | 3 | | Insurance broker name | HYLANT GROUP INC. |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | FLX962996 |
| Policy instance | 1 |
| Insurance contract or identification number | FLX962996 | | Number of Individuals Covered | 423 | | Insurance policy start date | 2012-09-01 | | Insurance policy end date | 2013-08-31 | | Total amount of commissions paid to insurance broker | USD $53,212 | | Total amount of fees paid to insurance company | USD $8,528 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $409,322 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $53,212 | | Amount paid for insurance broker fees | 8528 | | Additional information about fees paid to insurance broker | ALLOCATED ADDT'L COMPENSATION FROM THE INSURANCE CO FOR VARIOUS PROGRAMS IT OFFERS TO BROKERS AND DEALERS | | Insurance broker organization code? | 3 | | Insurance broker name | HYLANT GROUP INC. |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | FLX962996 |
| Policy instance | 1 |
| Insurance contract or identification number | FLX962996 | | Number of Individuals Covered | 457 | | Insurance policy start date | 2011-09-01 | | Insurance policy end date | 2012-08-31 | | Total amount of commissions paid to insurance broker | USD $56,239 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $432,608 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | FLX962996 |
| Policy instance | 1 |
| Insurance contract or identification number | FLX962996 | | Number of Individuals Covered | 464 | | Insurance policy start date | 2010-09-01 | | Insurance policy end date | 2011-08-31 | | Total amount of commissions paid to insurance broker | USD $51,600 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $396,881 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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